Stephanie Dean, Financial Planning Consultant

Stephanie joins RBC Dominion Securities with extensive knowledge and experience in financial planning. She maintains the Fellow of the Canadian Securities Institute (FCSI) and Certified International Wealth Manager (CIWM) designations from the Canadian Securities Institute, a well as the Certified Financial Planner (CFP) designation through the Financial Planning Standards Council. Stephanie has also completed the Canadian Insurance Course and the branch Compliance Officers course. Stephanie offers a comprehensive financial planning approach addressing your issues and concerns and helps you to clarify your objectives. Your personalized Financial Plan will provide specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement, and estate planning and will ultimately assist you in maximizing your situation and achieving your goals.

Tim Greengoe, Insurance Specialist

Tim began his career in the financial services industry in 1992. He has built a reputation as a capable advisor, mentor, trainer and knowledgeable estate planning and insurance professional. In collaboration with your trusted advisors, Tim follows a proven process featuring a customized, client-centric, goals-based approach to create, protect, enhance and transfer wealth.

In addition to a bachelor’s degree in political science and an MBA, Tim is also a Certified Financial Planner, a Chartered Life Underwriter and a Certified Health Insurance Specialist.

Tim has called Vancouver Island home since 1980 and settled in Victoria, B.C., in 1985, where he enjoys the west coast lifestyle with his wife, two sons, extended family and friends. Tim coaches youth soccer, is an avid cyclist and loves to walk his dog Magnus.

Grace Lai, Will & Estate Consultant

Grace received her Bachelor of Arts degree from the University of British Columbia in 2000 and graduated from Dalhousie Law School in 2003. She was called to the British Columbia Bar in 2004.

Prior to joining RBC, Grace practiced law in Vancouver, specializing in estate planning and estate administration. Most recently, Grace worked at a hospital foundation advising the charity on legal matters as well as its donors on charitable giving.

Grace is a member of the Canadian Bar Association Wills and Trusts Section and Charities Section. She is fluent in Cantonese and Mandarin.

Melissa Louie, Mortgage Specialist

With over 10 years in the Mortgage Industry, Melissa Louie is one of the top Mortgage Specialist in Victoria. Melissa's passion and knowledge are the 2 key factors why many customers have used her services. Her expertise and resources allows her to provide clients with the most comprehensive mortgage solutions with home purchasing, refinancing, and financial planning. Melissa is committed to providing her clients and industry partners with the highest level of service and professionalism. Her clients often comment that her rates, service and advice are the best in Victoria. Her experience has also allowed her to provide unique financing to self-employed, new-comers to Canada, and high-net worth clients.